)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Creating multiple related Salesforce objects from a single spreadsheet row requires strategic planning since true single-operation multi-object creation isn’t supported by Salesforce’s API constraints.
You’ll learn effective strategies for sequential object creation and external ID relationships that make multi-object workflows seamless and reliable.
Sequential export method handles multiple related objects using Coefficient
Coefficient enables multiple related object creation through strategic use of export capabilities and Formula Auto Fill Down features. While you can’t create an Account, Contact, and Opportunity in a true single operation, the automated ID capture makes sequential creation seamless.
How to make it work
Step 1. Structure your spreadsheet for sequential creation.
Organize columns A-E for parent object fields (like Account data), then add a formula column to capture created Parent IDs. Place child object fields in columns G-J with a Parent ID reference column for the relationship. This template provides reliable multiple related object creation while maintaining data integrity.
Step 2. Create parent objects first and capture IDs.
Export parent objects (Accounts) from your spreadsheet using Coefficient’s export feature. Use Formula Auto Fill Down to automatically capture the newly created Salesforce IDs in the adjacent column. This creates the foundation for child object relationships.
Step 3. Use External ID relationships for simultaneous creation.
Structure your spreadsheet with External ID fields for related objects instead of Salesforce IDs. Create an Account with External ID “ACCT-001”, then create a Contact with Account External ID reference. Use UPSERT operations to create or update related records simultaneously without requiring pre-existing parent records.
Step 4. Handle complex scenarios like Campaign Members.
For scenarios requiring multiple relationships, create Contacts first with all required fields using Coefficient’s export feature. Use the returned Contact IDs to create Campaign Member relationships in a second export operation. This approach handles the common case of creating Contacts and related Campaign Members reliably.
Master multi-object workflows
Strategic sequential creation provides reliable multiple related object workflows while maintaining clear audit trails for troubleshooting. Try Coefficient to streamline your complex Salesforce data operations.
